Patricia’s career has revolved around building long-term relationships with integrity and dedicated personalized service for her clients. She enjoys reminiscing with clients about how she has helped them through different stages of their lives and assisted them to build their net worth and protect it. For over 20 years, Patricia has specialized in helping clients make well-informed choices for themselves and their families to give them financial security and peace of mind.
Patricia is committed to exceptional client service through consistent contact and communication. As a CFP®, she listens to help provide her client a holistic approach to their unique lifestyle needs and financial goals. This holistic approach includes a comprehensive financial plan to identify objectives and incorporates investment management, diligent monitoring, adjustments to evolve with market changes, and important consideration for tax minimization and transparency of products and fees.
Patricia realizes the importance of staying up-to-date with the latest industry changes and technology to provide perspective and manage risk. Having a clear vision and regular monitoring with a disciplined Patricia Process allows you stick to your plan to achieve your goals and live out your dreams. This is accomplished through proper planning and detailed guidance around business succession, retirement, estate, and wealth transfer.
Patricia feels strongly about giving back to the community. She donates to various charities and enjoys entering marathons. She also enjoys staying active by walking her dog, doing yoga, and playing golf. During her spare time, she likes being by the water with family and friends.
